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iShares iBoxx $ Investment Grade Corporate Bond ETF

708 hedge funds and large institutions have $26.9B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 278 increasing their positions, 256 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
-15
Holders Change %
-2.07%
% of All Funds
16.21%
Holding in Top 10
75
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.94%
% of All Funds
1.72%
New
49
Increased
278
Reduced
256
Closed
59
Calls
$209M
Puts
$1.46B
Net Calls
-$1.25B
Net Calls Change
-$1.14B
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
601
Barrett Asset Management
New York
$112K +$229 +2 +0.2%
IFAM
602
Institutional & Family Asset Management
Colorado
$102K +$921 +8 +0.9%
SIS
603
Sound Income Strategies
Florida
$95K -$34.7K -303 -27%
VFA
604
Valeo Financial Advisors
Indiana
$94K -$34.3K -305 -27%
JFGIW
605
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$94K -$28K -245 -23%
SWMG
606
Signature Wealth Management Group
Georgia
$91K -$7K -62 -7%
AIP
607
Ameritas Investment Partners
Nebraska
$89K
GP
608
Girard Partners
Pennsylvania
$89K +$89K +781 New
TCOV
609
Trust Company of Vermont
Vermont
$83K
CWA
610
Clarus Wealth Advisors
Arizona
$83K +$1.15K +10 +1%
CB
611
CNB Bank
Pennsylvania
$81K -$4.6K -40 -5%
MWPCG
612
Measured Wealth Private Client Group
New Hampshire
$75K +$75K +653 New
FPFS
613
First Personal Financial Services
North Carolina
$71K +$12.1K +106 +21%
FHB
614
First Hawaiian Bank
Hawaii
$71K +$71K +617 New
RIM
615
Rampart Investment Management
Connecticut
$68.5K +$68.5K +596 New
RE
616
RBC Europe
United Kingdom
$68.4K -$34.5K -300 -34%
RWA
617
River Wealth Advisors
Pennsylvania
$67K -$18.2K -157 -21%
BWA
618
BDO Wealth Advisors
Florida
$62K -$48.5K -425 -44%
SIAP
619
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$62K
SWP
620
Strategic Wealth Partners
Ohio
$59K -$4.14K -36 -7%
PCA
621
Peddock Capital Advisors
Massachusetts
$58K
MPWT
622
MassMutual Private Wealth & Trust
Connecticut
$57.7K -$32.4K -282 -36%
PFGIA
623
Patriot Financial Group Insurance Agency
Massachusetts
$57K +$39.2K +340 +219%
SPL
624
Smart Portfolios LLC
Washington
$55K
EFSCE
625
Enterprise Financial Services Corp (EFSC)
Missouri
$54K